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JPMorgan Chase & Co. shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 17k 200.30
2023-12-31 $3.0M 18k 170.10
2023-09-30 $2.6M 18k 145.02

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Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
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View all positions for Trivant Custom Portfolio Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.